Course/Product Description

 

Our Sage 50 Software Advanced training class is designed to provide users with advanced features of Sage/Peachtree software. It gives you an expert overview of the features and functionality of the software.

Peachtree Accounting is a business accounting and management software that is a direct competitor of QuickBooks. In 2013, the accounting software is being rebranded as Sage 50, it’s parent company’s name. Peachtree is a robust accounting software solution that allows you to track many facets of your business. You can do everything from managing your accounts to sending out invoices to paying employees.

In this Sage 50/Peachtree Accounting training class, you will learn how to use Peachtree to manage your small business accounting needs.

Basic bookkeeping skills will be reviewed in class. During class, participants will use New Company Set-Up to create a new company. All company default information will be reviewed. Data file entry and modification including a chart of accounts, customers, vendors, inventory and employees will be reviewed. No product knowledge required.

Below is an overview of our Advanced course:

Beyond The Basics
  • General Ledger - review basic general journal entry and financial statements, account grouping
  • Accounts Receivable - review basic AR transactions, credit memos &prepayments, applying finance charges, using select for deposit, accounts receivable reports
  • Accounts Payable - review basic AP transactions, credit memos &prepayments, cash &credit card purchases, select for payment check runs, reports
  • Inventory - enter inventory adjustments, build assemblies, inventory reports, job costs
  • Payroll - paying employees, payroll reports
  • Balancing the Trial Balance - Month End - accounts receivable, accounts payable, payroll &inventory
  • Questions &Answers.
Advanced Features
  • Security - Setting up user passwords - audit Report
  • Review Backup Utility - setting a backup schedule - restoring data - Time and billing - Setups
  • Time Ticket Employees - activity &charge items - time ticket entry - expense ticket entry - applying tickets to sales - time ticket payroll - time &billing reports
  • Payroll - payroll tax tables
  • Special Procedures - changing accounting periods - month end reports &balancing - account reconciliation - voiding transactions - memorized transactions - task screen templates - changing account ID's - excel link - forms modification - report modifications - report groups
  • Forms/Reports/Financial Statements - modifying reports, modifying forms, customizing financial statements, sending reports and forms via email, creating report groups, collection letters, excel link inquiry
  • Questions &Answers.

Course Benefits

  • At the end of the day, students will have gained the confidence and skills by reviewing basic company set-up procedures and transaction entry, payroll set-up, and mastery of some of the advanced features, functions &procedures used in data entry throughout the system.
  • A certificate of completion.
  • Your Satisfaction Guaranteed.

Course Prerequisites

Students are required to have finished our Intermediate Sage 50 Training Class to attend. Advanced Bookkeeping skills will be taught in this class.

 

Cost: #60,000

Our other Sage 50/Peachtree Accounting Software Training

 

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